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  • SI&A

Territory Coordinator-California

For almost two decades, we’ve been the premier full-service compliance company partnering with hundreds of districts and thousands of schools; supporting their staff, programs, and bottom line with our award-winning software and service solutions.

We’re looking for a collaborative, analytical, problem solver with attention to detail and client support experience to join this team This opportunity will land you in a high-growth, leading-edge company whose software and services are actually out there making a difference in students’ lives today. We are an informal, fun, non-hierarchical, and fast-paced organization.

Duties and Responsibilities:

  • Provide internal and external client support including maintaining, reviewing, and clarifying client documentation.

  • Provide mandate advisor and client support including assisting with territory management plans, all support activities associated with the next step, and ongoing communication with assigned advisors

  • Client relations including necessary monitoring and direct follow-up with clients regarding: client service plan, documentation collection, and ongoing client education and guidance.

  • Identify potential mandate advisor and client needs and recommend solution(s).

  • Other duties as assigned.


  • Bachelor’s degree, in business administration or similar field or equivalent work experience.

  • Previous background in customer service, sales, consulting, or account management experience.

  • Excellent analytical, quantitative, and interpersonal skills with keen attention to detail.

  • Proficient in Microsoft Office, including PowerPoint and Excel.

  • Excellent written and verbal communication skills and ability to interface with internal and external clients.

  • Excellent phone etiquette skills and great professional customer service and data entry skills.

  • Ability to work independently as well as a collaborative team member within company departments.

  • Exceptional organizational and time management skills.

  • Ability to work under pressure and meet frequent deadlines.

  • Possess a can-do attitude.


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